Filed October 18, 2004 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $7,666 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,928 | $39,859+296.2% | $78,689+100.7% | $57,658+173.9% |
| Participation rate | 98.9% | 66.1%+32.8pp | 73.6%+25.3pp | 70.2%+28.7pp |
| Annual return | 6.75% | 18.96%-12.2pp | 62.18%-55.4pp | 5.13%+1.6pp |
| Employer contribution / active EE | $19,465 | $1,786+990.0% | $2,851+582.9% | $1,974+886.2% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $17 | $76-77.7% | $4,510-99.6% | $95-82.1% |